CYG

Clean Yield Group Portfolio holdings

AUM $355M
1-Year Est. Return 19.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
-$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.72M
3
+$1.59M
4
NFLX icon
Netflix
NFLX
+$1.51M
5
SOFI icon
SoFi Technologies
SOFI
+$1.35M

Top Sells

1
+$3.45M
2
+$869K
3
+$823K
4
AWK icon
American Water Works
AWK
+$743K
5
AMAL icon
Amalgamated Financial
AMAL
+$719K

Sector Composition

1 Technology 36.57%
2 Healthcare 13.53%
3 Financials 10.68%
4 Industrials 9.91%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORLY icon
76
O'Reilly Automotive
ORLY
$77B
$822K 0.23%
8,910
GRNB icon
77
VanEck Green Bond ETF
GRNB
$177M
$816K 0.23%
34,055
-3,891
BDX icon
78
Becton Dickinson
BDX
$42.7B
$728K 0.2%
4,627
-390
GE icon
79
GE Aerospace
GE
$302B
$713K 0.2%
2,513
-487
NEE icon
80
NextEra Energy
NEE
$201B
$683K 0.19%
7,358
-200
JPM icon
81
JPMorgan Chase
JPM
$835B
$650K 0.18%
2,208
XOM icon
82
Exxon Mobil
XOM
$626B
$640K 0.18%
3,771
-150
AFL icon
83
Aflac
AFL
$59.1B
$621K 0.17%
5,661
-221
ABT icon
84
Abbott
ABT
$163B
$602K 0.17%
5,862
-374
GEV icon
85
GE Vernova
GEV
$293B
$598K 0.17%
685
TXN icon
86
Texas Instruments
TXN
$241B
$597K 0.17%
3,073
KEYS icon
87
Keysight
KEYS
$58.4B
$588K 0.17%
2,081
AZN icon
88
AstraZeneca
AZN
$290B
$582K 0.16%
2,950
-2,950
GIS icon
89
General Mills
GIS
$18.5B
$571K 0.16%
15,338
+741
MA icon
90
Mastercard
MA
$452B
$556K 0.16%
1,113
-94
WTRG icon
91
Essential Utilities
WTRG
$11.2B
$513K 0.14%
12,729
WMT icon
92
Walmart Inc
WMT
$1.02T
$510K 0.14%
4,101
APH icon
93
Amphenol
APH
$177B
$504K 0.14%
3,992
A icon
94
Agilent Technologies
A
$32.7B
$500K 0.14%
4,387
HIFS icon
95
Hingham Institution for Saving
HIFS
$636M
$467K 0.13%
1,635
-175
WTS icon
96
Watts Water Technologies
WTS
$10.1B
$463K 0.13%
1,596
CWT icon
97
California Water Service
CWT
$2.78B
$460K 0.13%
10,135
-800
MMM icon
98
3M
MMM
$76B
$435K 0.12%
2,995
AMZN icon
99
Amazon
AMZN
$2.79T
$424K 0.12%
2,037
-515
SJM icon
100
J.M. Smucker
SJM
$10.2B
$423K 0.12%
4,381
-112
2 3
4
5 6